CWA
Canvas Wealth Advisors’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
4,150
-250
| -6% | -$16.9K | 0.06% | 151 |
|
|
2025
Q1 | $296K | Hold |
4,400
| – | – | 0.08% | 137 |
|
|
2024
Q4 | $334K | Hold |
4,400
| – | – | 0.08% | 125 |
|
|
2024
Q3 | $320K | Sell |
4,400
-600
| -12% | -$43.6K | 0.09% | 124 |
|
|
2024
Q2 | $365K | Hold |
5,000
| – | – | 0.11% | 96 |
|
|
2024
Q1 | $297K | Hold |
5,000
| – | – | 0.1% | 100 |
|
|
2023
Q4 | $324K | Hold |
5,000
| – | – | 0.12% | 98 |
|
|
2023
Q3 | $254K | Hold |
5,000
| – | – | 0.1% | 106 |
|
|
2023
Q2 | $311K | Sell |
5,000
-750
| -13% | -$46.7K | 0.12% | 96 |
|
|
2023
Q1 | $359K | Sell |
5,750
-1,000
| -15% | -$62.4K | 0.15% | 95 |
|
|
2022
Q4 | $492K | Sell |
6,750
-450
| -6% | -$32.8K | 0.21% | 75 |
|
|
2022
Q3 | $516K | Buy |
+7,200
| New | +$516K | 0.22% | 68 |
|